NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 75 Of 110
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Systematic Withdrawal: Gradual withdrawals manage corpus longevity.
Tax Optimization: Diversifying income sources maximizes post-tax income.
Portfolio Rebalancing: Adjusts allocations to align with retirement goals.
Savings Increase: Increasing savings with income growth enhances corpus.
Bucket Strategy: Allocates funds into short-, mid-, and long-term buckets.
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